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Who We Are
Mission & Vision
Our Team
Who We Serve
Families with Taxable Estates
Registered Investment Advisors & Family Offices
Services
Estate Planning
Customized Insurance Solutions
Charitable Planning
Family Retreats
Complimentary Policy Audits
Resources
Complimentary Policy Audit Form
Preliminary Data Questionnaire
Estate Tax Calculator
Stay Connected
View All
Education
Press
Speaking Engagements
Community Involvement
Podcasts
Contact
Sign In
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Who We Are
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Our Team
Deborah Stavis, CFP®
Founder & Chief Executive Officer
Chelsea Stavis
Co-Founder & Chief Strategic Officer
Jenna Andryeyeva
Data Analyst
Vanessa Blank
Office Manager & Insurance Servicing Liaison